The Global Story DeepSeek: AI revolution or just hype?
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Jan 29, 2025 In this discussion, Chris Miller, a Tufts University historian specializing in semiconductor technology and author of "Chip War," explores the sudden rise of the Chinese AI chatbot DeepSeek. He unpacks its potential to disrupt the tech landscape, especially in relation to American companies like Nvidia, which saw a shocking 17% drop in stock value. Miller delves into the geopolitical implications of this competition, highlighting how DeepSeek's success poses significant challenges to U.S. dominance in AI and semiconductor manufacturing.
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Semiconductor Importance
- Access to cutting-edge semiconductors has been key for economic and strategic reasons since their invention.
- Advanced chips are crucial for defense, intelligence, and personal computers.
Chips and AI Supremacy
- AI progress relies on applying more and better chips to training and deploying AI systems.
- Big tech companies invest heavily in data centers with advanced chips for AI development.
NVIDIA's Rise in AI
- NVIDIA, originally a gaming company, became a leader in AI chips.
- Their gaming chip technology proved efficient for AI, leading to heavy investment and market dominance.
